An ESOP Resource for any Schedule

Clients often come to us with little knowledge of ESOPs. We get it. Time is tight. But ultimately, if you were considering a liquidity event, wouldn't you want to know all your options?

An ESOP Resource for any Schedule

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Whether you have a couple minutes or an hour, we have resources that explain the significant tax, liquidity, and legacy building advantages of an employee stock ownership plan (ESOP).

Quick Reference

Your concise, one-pager on ESOPs. From basic rules to benefits, it's a great go-to resource.

Podcast

Learn the process behind a transaction with this on-demand audio.

Webinar

A comprehensive video covering the unique and wide-ranging benefits of an ESOP.

ESOPs are Industry Agnostic

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We've completed hundreds of leveraged ESOP transactions for a range of privately-owned, middle market businesses.

Apparel & Consumer Goods

Business Process Outsourcing

Construction & Engineering

Dining & Hospitality

Financial Services

Government Contractors

Healthcare & Wellness

Manufacturing & Industrial Materials

Marketing & Communications

Recruiting & Staffing

Technology & Software

Transportation & Trucking

Why CSG Partners?

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Since 2000, our nationally-recognized team has helped more businesses utilize leveraged ESOPs to benefit themselves, their families and their loyal employees than anyone else.

$15Bn

in Enterprise Value

$4Bn

in Capital Raised

100+

Owner Liquidity Events

Could an ESOP be Right for You?

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If you’ve thought about selling your business, or if you've considered other opportunities to take some money off the table, a leveraged ESOP may be an attractive option. Answer a few simple questions to see if it’s worth exploring an ESOP plan for your business.

Have Questions About ESOPs? You're not Alone.